×
Register Here to Apply for Jobs or Post Jobs. X

Client Services Senior Administrator

Job in Douglas, Cumbria, Cumbria County, England, UK
Listing for: Searchandselect
Full Time position
Listed on 2026-10-14
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 28000 - 40000 GBP Yearly GBP 28000.00 40000.00 YEAR
Job Description & How to Apply Below
Location: Douglas

As part of the Client Services team, you will work collaboratively across the business to ensure seamless client interactions while adhering to internal and regulatory requirements. Our clients seeks a dedicated and detail-oriented individual to join their Client Services team. This role is ideal for someone passionate about customer service, problem-solving, and continuous improvement. You will be instrumental in enhancing client experience, ensuring accuracy in client records, and supporting key operational processes.

Key Responsibilities:
  • Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience.
  • Lead key operational processes, such as commission runs and overdrawn account management.
  • Ensure reconciliations within the team are completed and resolved in line with company policies.
  • Maintain and update procedures related to Client Services responsibilities.
  • Ensure compliance with all internal procedures, regulatory guidelines, and necessary controls to maintain service excellence.
  • Conduct user acceptance testing as required.
  • Accurately update and maintain client data records, ranging from simple accounts to complex trust structures.
  • Process outward surrender payments in line with company policies.
  • Support a range of client service initiatives and projects designed to enhance efficiency and improve the overall client journey.
  • Develop a strong understanding of the Groups product offerings.
  • Provide support to team members as needed, including occasional reception desk coverage.
  • Adhere to the company's Anti-Money Laundering (AML) procedures and guidelines at all times.
  • Take on additional responsibilities as required, contributing to various teams and projects within your capabilities.
Key

Skills and Experience:
  • Minimum of 2 years experience in a client services role, preferably within offshore finance.
  • Strong attention to detail with a high degree of accuracy.
  • Excellent critical thinking and problem-solving skills.
  • Strong organisational and time management abilities, with the ability to prioritise workloads and meet deadlines.
  • Effective communication skills (both verbal and written) to handle a range of client queries, from routine to complex.
  • A proactive and client-focused mindset, demonstrating responsiveness and commitment to exceptional service.
  • Ability to work both independently and collaboratively within a dynamic financial services environment.
  • A flexible and creative approach to problem-solving, thinking outside the box when challenges arise.
  • Proficiency in Microsoft applications and a willingness to learn new systems.
  • A commitment to compliance, regulatory best practices, and integrity in all tasks.
  • A positive attitude that fosters teamwork, trust, and motivation among colleagues.
  • Prior experience in financial services or client service roles is advantageous.
  • Ability to prioritize workloads effectively, balancing client needs with regulatory requirements.
  • A results-driven mindset, maintaining focus and efficiency in all tasks.
  • Maintain a proactive risk and compliance mindset in all daily responsibilities and decisions.

Quote job

Client Services Senior Administrator As part of the Client Services team, you will work collaboratively [...]

Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary